Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $118 Billion
  • Q1 2024

Secured Retirement Advisors, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Strive 500 ETF with a value of $4.44B, Unitedhealth Group Inc with a value of $3.81B, Jp Morgan ETF Tr Ultra Short I with a value of $3.78B, First Tr Ex Td Viii Ft Cboe Ve with a value of $3.31B, and Microsoft Corp with a value of $2.85B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $104B to 118B.

Secured Retirement Advisors, LLC is based out at St Louis Park, MN

Below you can find more details about Secured Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $37.3 Billion
Technology: $16.5 Billion
Industrials: $10.4 Billion
Healthcare: $9.65 Billion
Consumer Cyclical: $7.95 Billion
Financial Services: $6.13 Billion
Energy: $4.8 Billion
Consumer Defensive: $4.62 Billion
Other: $8.36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.44 Billion 3.76% of portfolio
-
Q1 2024 Added 0.4%
$476B
$3.81 Billion 3.23% of portfolio
7,699
Q1 2024 Added 13.17%
$0
$3.78 Billion 3.2% of portfolio
74,858
Q1 2024 Added 1.99%
$0
$3.31 Billion 2.81% of portfolio
118,551
Q1 2024 Added 0.7%
$3.33T
$2.85 Billion 2.41% of portfolio
6,772
Q1 2024 Reduced 14.37%
$0
$2.71 Billion 2.3% of portfolio
59,080
Q1 2024 Added 0.48%
$176B
$2.69 Billion 2.28% of portfolio
7,348
Q1 2024 Reduced 3.43%
$0
$2.65 Billion 2.25% of portfolio
76,209
Q1 2024 Added 1.4%
$262B
$2.52 Billion 2.13% of portfolio
13,947
Q1 2024 Added 2.28%
$0
$2.2 Billion 1.87% of portfolio
40,642
Q1 2024 Added 0.67%
$0
$2.2 Billion 1.87% of portfolio
69,749
Q1 2024 Added 3.4%
$0
$2.18 Billion 1.85% of portfolio
8,386
Q1 2024 Reduced 1.58%
$203B
$2.17 Billion 1.84% of portfolio
10,499
Q1 2024 Reduced 2.8%
$376B
$1.97 Billion 1.67% of portfolio
2,695
Q1 2024 Added 1.54%
Ea Series Trust
-
$1.94 Billion 1.65% of portfolio
-
Q1 2024 Added 1.17%
$1.97T
$1.89 Billion 1.6% of portfolio
10,462
Q1 2024 Added 273.51%
$69.5B
$1.86 Billion 1.57% of portfolio
39,482
Q1 2024 Added 10.42%
$224B
$1.84 Billion 1.56% of portfolio
17,675
Q1 2024 Added 80.15%
$0
$1.82 Billion 1.54% of portfolio
31,285
Q1 2024 Added 3.52%
$306B
$1.8 Billion 1.52% of portfolio
11,391
Q1 2024 Added 23.84%
$91B
$1.77 Billion 1.5% of portfolio
3,091
Q1 2024 Reduced 3.07%
$128B
$1.74 Billion 1.47% of portfolio
17,132
Q1 2024 Added 2.04%
$13.4B
$1.73 Billion 1.47% of portfolio
18,513
Q4 2023 New
$137B
$1.72 Billion 1.46% of portfolio
6,747
Q1 2024 Added 11.72%
$134B
$1.71 Billion 1.45% of portfolio
23,653
Q1 2024 Added 10.13%
$1.09T
$1.71 Billion 1.45% of portfolio
11,317
Q1 2024 Added 9.3%
$182B
$1.7 Billion 1.44% of portfolio
14,996
Q1 2024 Reduced 3.05%
$72.8B
$1.61 Billion 1.36% of portfolio
5,990
Q1 2024 Added 8.44%
$217B
$1.58 Billion 1.34% of portfolio
2,722
Q1 2024 Added 17.38%
$101B
$1.57 Billion 1.33% of portfolio
5,534
Q1 2024 Reduced 12.66%
$0
$1.53 Billion 1.3% of portfolio
20,004
Q1 2024 Added 12.81%
$0
$1.48 Billion 1.26% of portfolio
46,439
Q1 2024 Added 1.6%
$3.38T
$1.43 Billion 1.22% of portfolio
8,360
Q1 2024 Added 0.18%
$76.2B
$1.38 Billion 1.17% of portfolio
4,600
Q1 2024 Reduced 8.0%
$17.2B
$1.38 Billion 1.17% of portfolio
9,314
Q1 2024 Reduced 2.24%
$0
$1.29 Billion 1.1% of portfolio
20,153
Q1 2024 Reduced 2.02%
$29.2B
$1.24 Billion 1.05% of portfolio
11,101
Q1 2024 New
$87.6B
$1.21 Billion 1.02% of portfolio
5,672
Q1 2024 Added 8.62%
$308B
$1.17 Billion 0.99% of portfolio
1,290
Q1 2024 Added 0.7%
$70.8B
$1.12 Billion 0.95% of portfolio
9,934
Q1 2024 New
$58.7B
$1.12 Billion 0.95% of portfolio
17,208
Q1 2024 Added 24.48%
$6.86B
$1.1 Billion 0.93% of portfolio
8,839
Q1 2024 Added 56.0%
$0
$1.08 Billion 0.91% of portfolio
22,893
Q1 2024 Reduced 1.77%
$144B
$1.06 Billion 0.9% of portfolio
5,175
Q1 2024 Reduced 2.51%
$26.3B
$1.06 Billion 0.9% of portfolio
17,844
Q1 2024 Added 7.62%
$67.1B
$1.02 Billion 0.86% of portfolio
15,215
Q1 2024 Reduced 9.59%
$104B
$1.02 Billion 0.86% of portfolio
7,809
Q1 2024 Added 8.76%
$25.9B
$941 Million 0.8% of portfolio
6,334
Q1 2024 Added 6.99%
$8.59B
$937 Million 0.79% of portfolio
4,710
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $118 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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